LP Survey

Your Name

First Last

Are Lisa's Doc Review Notes thorough and helpful? Do they help you show a PATH for our clients?

Does she help you deliver the WOW Experience at Pre-Approval? This means she attaches PA, Clear RX form, Proof of Funds, Purchase Guarantee (if applicable)

Were there any clients this month she reviewed that created a "bad surprise" after contract? If Yes, specify client names below.

Overall, how would you rate Lisa as a valuable part of our service to our clients and the team?

Are there any questions that we should add to this survey to help improve it next month?

Any other Comments about Lisa you would like to add?

Thank You!

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15851 Dallas Pkwy #700, Addison, TX 75001

972-505-2142

Andy Tuttle, Branch Manager
NMLS# 184325
Team@TheTuttleGroup.com

NMLS #184325
Customer Service Information: Complaints may be directed to
Texas Department of Savings and Mortgage Lending